WClasses
AFM 427 - Intermediate Portfolio Management
This course focusses on the theory and practice of passive and active portfolio management focusing on both traditional and alternative investment assets. The course traces the process of development of the portfolio objective and investment thesis, asset selection, performance and risk measurement, and monitoring and stakeholder reporting. The course utilizes business analytics practices with a focus on the role of the financial analyst in an increasingly automated world.
Prerequisites
AFM244; AFM272 or AFM273; Accounting and Financial Management, Biotechnology/Chartered Professional Accountancy, Mathematics/Chartered Professional Accountancy, or Sustainability and Financial Management students
Corequisites
None
Antirequisites
None
Offerings
Spring 2026 [1265]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 2616 | 0 / 60 |
Winter 2026 [1261]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 8443 | 30 / 30 | 17:30 - 20:20 | M | ||
| TST 101 | 8528 | 0 / 30 |
Spring 2025 [1255]
| Section | Class | Enrolled | Time | Days | Location | Instructor |
|---|---|---|---|---|---|---|
| LEC 001 | 4972 | 33 / 30 | 17:30 - 18:50 | M,W |